Bookkeeper & Financial Operations Specialist

Adaptive Teams

8d•Remote

About The Position

Love turning financial data into clear business insights? We're looking for a detail-driven Bookkeeper & Financial Operations Specialist to keep the books accurate, monitor cash flow, and help ensure smooth day-to-day financial operations across multiple sales channels. If you're proactive, organized, and comfortable working independently, this role offers the opportunity to make a real impact. About the Company: This growing specialty food business delivers unique, high-quality products through wholesale partnerships, e-commerce marketplaces, and direct-to-consumer channels. With an established multi-channel presence and a focused product portfolio, the company is committed to quality, operational excellence, and building lasting customer relationships. Team members are given meaningful ownership, encouraged to think proactively, and empowered to make a direct impact on the business. The culture values collaboration, initiative, problem-solving, and sustainable growth.

Requirements

Proven bookkeeping or accounting experience in a small business environment
Strong understanding of Accounts Payable and Accounts Receivable processes
Experience preparing financial reports and performing reconciliations
Solid cash flow monitoring and financial organization skills
High attention to detail and accuracy
Ability to work independently and manage priorities effectively
Strong communication skills with the confidence to raise concerns proactively
Comfortable working across multiple sales and payment channels

Nice To Haves

Experience with e-commerce, wholesale, or multi-channel businesses is a plus

Responsibilities

Maintain accurate, up-to-date bookkeeping records throughout the month
Reconcile bank, credit card, and financial accounts monthly
Prepare and maintain Profit & Loss statements, Balance Sheets, and cash flow reporting
Monitor Accounts Receivable and track outstanding customer payments
Follow up on overdue invoices and maintain customer account balances
Process vendor bills and manage Accounts Payable activities
Schedule and execute vendor payments while monitoring due dates
Track cash position, recurring obligations, loan payments, and credit card balances
Proactively identify and communicate potential cash flow or liquidity concerns
Process customer orders and ensure payments are accurately recorded
Execute outgoing payments and maintain transaction accuracy
Process payroll for a small team
Assist with ACH setup, vendor maintenance, banking administration, and financial documentation requests